Our Team

Steven Brettler, MBA

Managing Director | Private Wealth Advisor

Steven applies two decades of experience serving a wide range of clients, including individuals, families, and corporations. As a Managing Director and Private Wealth Advisor he leverages his access to industry resources and relationships to help his clients achieve their life and legacy goals. Steven’s approach to concierge- level client service is informed by his guiding principles: determination, loyalty and caring. His personal and professional life have been anchored by the belief that “If you take care of the people around you, everything else will take care of itself.” That belief has helped his clients attain their most meaningful goals and solve their complex financial situations.

Having navigated a range of market conditions during his 25- year tenure, Steven has demonstrated his loyalty and allegiance to his clients through foul and fair weather. His family of clients have come to rely on his steadiness and insight when it matters most. In times of volatility, they know he is there for them, day or night offering valued counsel and an empathic ear. In his view, it’s important for clients to know they have more than a Financial Advisor; and that his clients work toward succeeding on their own terms, whatever their circumstance and aspirations.

In his own life, Steve’s determination has underscored his resolve to always keep learning and growing; from graduating from University of Pittsburgh cum laude and studying international finance at the City University of London (the capital of the global financial markets), to attaining his MBA from Widener University while working full-time and mastering the latest investment theories. Whenever challenges have emerged along his journey, Steven has preserved by focusing on the value of gaining expert knowledge of global finance and hewing to the words of President Calvin Coolidge: “Nothing in this world can take the place of persistence. Persistence and determination alone are omnipotent.” Steven and his wife Jennifer live with their two children in Cherry Hill, New Jersey, the close-knit suburb where he grew up and returned to start his family. He is active in the community and enjoys sponsoring local youth sports.